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Morningstar

Westwood Quality SmallCap Fund Inst WHGSX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 20.00  /  −1.48 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.29%
  • Turnover 58%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WHGSX

Will WHGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Quality is evident in this small-blend portfolio.

Analyst Drew Carter

Drew Carter

Analyst

Summary

This strategy’s proven and experienced team and consistent, rigorous approach make it a fine choice for small-blend investors.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WHGSX

More WHGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Century Communities Inc

2.22 28.5 Mil
Consumer Cyclical

Blue Bird Corp

2.20 28.2 Mil
Consumer Cyclical

Conmed Corp

2.09 26.7 Mil
Healthcare

GMS Inc

2.08 26.6 Mil
Industrials

Avista Corp

2.07 26.5 Mil
Utilities

Merit Medical Systems Inc

2.07 26.5 Mil
Healthcare

Atlantic Union Bankshares Corp

2.06 26.4 Mil
Financial Services

SM Energy Co

2.05 26.2 Mil
Energy

Triumph Financial Inc

2.04 26.1 Mil
Financial Services

Renasant Corp

2.03 26.0 Mil
Financial Services